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CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 002

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SUN ELECTRIC COMPANY OF TN, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUN ELECTRIC COMPANY OF TN, INC.
Employer identification number (EIN):621299041
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JANINE BERDEN2024-06-06
0022022-01-01JANINE BERDEN2023-05-01
0022021-01-01JANINE BEARDEN2022-06-17 JANINE BEARDEN2022-06-17
0022020-01-01BOB AFFEL2021-05-27 BOB AFFEL2021-05-27
0022019-01-01BOB AFFEL2020-05-26 BOB AFFEL2020-05-26
0022018-01-01BOB AFFEL2019-07-17 BOB AFFEL2019-07-17
0022017-01-01BOB AFFEL2018-05-29 BOB AFFEL2018-05-29
0022016-01-01BOB AFFEL2017-06-22 BOB AFFEL2017-06-22
0022015-01-01BOB AFFEL2016-05-31 BOB AFFEL2016-05-31
0022014-01-01BOB AFFEL2015-05-22 BOB AFFEL2015-05-22
0022013-01-01JANINE BEARDEN2014-06-13
0022012-01-01JANINE BEARDEN2013-05-31
0022011-01-01BOB AFFEL2012-06-28
0022010-01-01BOB AFFEL2011-07-14

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-0449971
Net assets as of the end of the plan year2025-06-040
Total assets as of the beginning of the plan year2025-06-0445557
Value of plan covered by a fidelity bond2025-06-0410000
Other income to plan in this plan year2025-06-044414
Plan net income in this plan year2025-06-04-45557
Net assets as of the end of the plan year2025-06-040
Net assets as of the beginning of the plan year2025-06-0445557
2024 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-060
Total liabilities as of the end of the plan year2024-06-060
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-069780
Net assets as of the end of the plan year2024-06-0645557
Total assets as of the beginning of the plan year2024-06-0648371
Value of plan covered by a fidelity bond2024-06-0610000
Participant contributions to plan in this plan year2024-06-060
Other expenses paid from plan in this plan year2024-06-060
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-066966
Plan net income in this plan year2024-06-06-2814
Net assets as of the end of the plan year2024-06-0645557
Net assets as of the beginning of the plan year2024-06-0648371
Employer contributions to plan in this plan year2024-06-060
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-060

Potentially related plans

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